Process.st Checklist App

There was a TED talk that was given by a doctor from Harvard Medical School, Atul Gawande. In his talk titled ‘How do we heal medicine?’  he says that the answer to performing successful surgeries on a continuous basis was using Checklists.

An important piece of content from the video talks about the power of using a checklist.

We implemented this checklist in eight hospitals around the world, deliberately in places from rural Tanzania to the University of Washington in Seattle. We found that after they had adopted it the complication rates fell 35 percent. It fell in every hospital it went into. The death rates fell 47 percent. This was bigger than a drug.

This was so powerful and useful that he made a book about it, called the Checklist Manifesto.

Checklists - Atul Gawande

Why are Checklists important?

Checklists are like recipes in cooking, if we follow it to the T, we cannot go wrong. Checklists also afford you one benefit; you do not have to remember everything. Checklists also is great when working with teams, if you have to help induct somebody and help them, you can just give them a checklist to follow.

As a blogger and marketer, there are a lot of things to be keeping in mind. An example of one thing you need to keep in mind is the steps of the SEO process that you need to follow for a brand new website.

I’m taking an example of a SEO checklist from Clickminded.

The image above is just 1/3rd of the total checklist. Now the SEO checklist isn’t the only one that has a process. As a professional blogger, you might need a content checklist, a marketing checklist and another type of checklists that may help you with your blogging!

You can do it the old school way of noting it in a Word document, but there are dedicated tools that help with creating, maintaining and sharing these checklists and it’s completely hassle free. The best one of the lot is Process Street.

Using Process Street to become a Consistent Machine

Process.st

Process street is personally one of my favorite checklist tools out there because of how robust it is. Before we begin, I have to mention this about their on-boarding process. After I had signed up, they sent me this e-mail.

Process Street onboarding

If you notice, it’s a forwarded message from one customer care executive to the other, and they made it seem like they were speaking about me. It’s a clever way of making people feel special, and they expect to have a  conversation with the user and not feel automated at the same time. If I were you, I would be noting this technique down for using it for my online business.

Getting back to the functionalities. After you’ve logged in, it’s pretty self-explanatory.The first thing you will notice about Process street is how their customer service is ingrained in their product and. Having said that, let’s  go through some of the best features of Process Street.

Premade Templates

These are templates that have already been created, and one could use. As you can see, there are templates for different functionalities.

Processstreet browse premade templates
List of Premade Templates

For this post, we take the “Updating Old Blog Content” Pre-Made Template. This is a checklist one could follow before updating all the blog posts in your blog. If you have a team of writers, experienced or not, you can ask them to follow the checklist.

Process-street-checklist
Updating Blog Checklist with Items

These checklists aren’t a simple to-do list. They are detailed and get to the core of every item. Take the first checklist item as an example.

It asks you to list the post link and title and the date of publishing. It’s a simple start.

process-street-checklist1
Checklist item with fields and dates

The next checklist item has more detailed points in a checklist format and covers the necessary things. If you’ve noticed, they aren’t just checklists with checkboxes that you keep ticking after you complete them. They involve fields and date options which collect more data.

You can also be tagging colleagues to get them involved in the process. This makes it a powerful checklist tool.

process-street-checklist2
Sub-checklists and tagging functionality

If you are like me and want to get more detailed with your checklist, the best option is to create one of your own. I’ve created a simple checklist to show you how easy it is to create one. And from this very simple exercise, you’ll realize that a lot of time can be saved on a daily basis, just with checklists.

I decided to create a simple checklist that I could follow for my Morning Routine

In your Process Street home page click on the green New button and select ‘New Blank Template’.

New Blank Template
Creating your checklists

You get the following screen and one the left you have the main checklist items and on the right, you have options to customize each checklist item. This is the best part. The buttons on the extreme right can add the following to your checklist item

  • Text
  • Media(Image,Video, File)
  • Form
  • Sub-Checklist
  • E-mail

New Checklist Creation
Options for Checklist Content

I created all the four items in my morning routing and in the second checklist item I’ve broken it down further by adding a sub-checklist on what exercises to do and added a video to help me how to do it.

Creating own checklist 2
Adding sub-checklists and a video

In the third checklist, it’s a simple request to ‘Read a book’ and I added an inspiring image to get me to start reading.

Adding Images in checklists for a good reference

Process.st is quite a collaborative tool as well where you can check the progress of different team members with something called runs, and you can also communicate around a checklist. This tool covers the aspect of every item that has to be performed, and the commenting system helps with any queries the users might have.

Process-street-comments
Progress Checker and comments

Although I’ve started using Process Street only recently, I can already start seeing immense benefits from it’s use. Do you use any other tools for repetitive tasks? Let us know!

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